Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47530.85 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46132.83 Kr¶
PnL: ---------------------------------------> -755.74 Kr¶
DD now: ---------------------------------> -2.26 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 10:16:21.063415'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.110000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | -2.620000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| HMS Networks | 2 | -1.740000 | 766.400000 | 93.400000 | 13.880000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.510000 | 3532.780000 | 78.780000 | 2.280000 | 3453.999992 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.090000 | 391.700000 | 36.700000 | 10.340000 | 355.000000 |
| Resurs Holding | 22 | -0.900000 | 604.560000 | 30.560000 | 5.320000 | 573.999998 |
| SAAB B | 8 | -0.470000 | 3404.000000 | 27.000000 | 0.800000 | 3377.000000 |
| AcadeMedia | 12 | 0.620000 | 582.960000 | 25.960000 | 4.660000 | 557.000004 |
| Swedbank A | 3 | 0.050000 | 589.650000 | 25.650000 | 4.550000 | 564.000000 |
| OEM International B | 7 | -0.260000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 0.470000 | 508.000000 | 17.000000 | 3.460000 | 491.000000 |
| Intrum | 4 | -0.880000 | 543.200000 | 16.200000 | 3.070000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Corem Property Group B | 59 | -4.180000 | 587.940000 | 10.940000 | 1.900000 | 576.999999 |
| Securitas B | 6 | -1.350000 | 580.080000 | 10.080000 | 1.770000 | 570.000000 |
| Karnov Group | 9 | -0.660000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.080000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Norva24 Group | 16 | -2.510000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Creaspac SPAC | 6 | -0.720000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Coor Service Management Hold. | 8 | -1.850000 | 530.800000 | -1.200000 | -0.230000 | 532.000000 |
| Handelsbanken A | 5 | 0.140000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Midsona B | 63 | 0.000000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| Boozt | 12 | -1.940000 | 1638.000000 | -16.000000 | -0.970000 | 1653.999996 |
| International Petroleum Corp. | 5 | -1.570000 | 565.000000 | -29.570000 | -4.970000 | 594.565215 |
| CTEK | 13 | -1.560000 | 501.670000 | -32.330000 | -6.050000 | 533.999999 |
| Essity B | 2 | 1.160000 | 540.600000 | -33.400000 | -5.820000 | 574.000000 |
| Vivesto | 1368 | 2.370000 | 567.170000 | -45.830000 | -7.480000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Essity A | 4 | 0.930000 | 1084.000000 | -65.000000 | -5.660000 | 1149.000000 |
| Fasadgruppen Group | 35 | 1.140000 | 3731.000000 | -80.000000 | -2.100000 | 3810.999990 |
| Beijer Electronics Group | 26 | 2.620000 | 2854.800000 | -116.200000 | -3.910000 | 2971.000006 |
| OX2 | 18 | 1.310000 | 1464.300000 | -199.700000 | -12.000000 | 1663.999992 |
| Axfood | 13 | 1.310000 | 3512.600000 | -243.400000 | -6.480000 | 3756.000001 |
| Ovzon | 52 | 0.930000 | 2808.000000 | -554.000000 | -16.480000 | 3361.999992 |
| TOTAL | 46132.830000 | -755.740000 | -2.26001% | 46888.564618 |
Updated:¶
'2023-01-30 10:16:34.256887'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
